1,439 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 522 increasing their positions, 479 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $25.9B → $26.5B (+$627M)

0.19% more ownership

Funds ownership: 12.39%12.58% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,439
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$910M
Puts
$463M
Net Calls
Net Calls Change

Top Buyers

1 +$263M
2 +$167M
3 +$127M
4
Jennison Associates
Jennison Associates
New York
+$66.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
EPIMS
1351
Evelyn Partners Investment Management Services
$13.1K
HNW
1352
High Note Wealth
Minnesota
$12.2K
GWSA
1353
Global Wealth Strategies & Associates
Colorado
$12.1K
IRAG
1354
Investment Research & Advisory Group
Georgia
$12.1K
Ninety One (UK)
1355
Ninety One (UK)
United Kingdom
$12K
CFD
1356
Creative Financial Designs
Indiana
$11.9K
RWM
1357
RMG Wealth Management
Wisconsin
$11.9K
HHGA
1358
Halbert Hargrove Global Advisors
California
$11.9K
LC
1359
Lavaca Capital
Texas
$11.3K
PWA
1360
Principia Wealth Advisory
Texas
$10.7K
NEWAS
1361
N.E.W. Advisory Services
Wisconsin
$10.5K
JGIA
1362
Jackson Grant Investment Advisers
Connecticut
$10.4K
BSB
1363
Bangor Savings Bank
Maine
$10.4K
GWSG
1364
GPS Wealth Strategies Group
Colorado
$10.3K
CBT
1365
CoreFirst Bank & Trust
Kansas
$10.2K
SRCM
1366
Signature Resources Capital Management
California
$10.2K
BOJHT
1367
Bank of Jackson Hole Trust
Wyoming
$9.99K
SVWA
1368
Sarver Vrooman Wealth Advisors
Missouri
$9.86K
WA
1369
Westfuller Advisors
New York
$9.82K
PS
1370
Pinney & Scofield
Massachusetts
$9.55K
GA
1371
GoalVest Advisory
New York
$9.48K
CC
1372
Corsicana & Co
Texas
$9.4K
PSFG
1373
Park Square Financial Group
Georgia
$9.33K
CWP
1374
Clark Wealth Partners
Illinois
$9.33K
BCM
1375
Boreal Capital Management
Florida
$9.19K